FANJ
Financial Architects (New Jersey)’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $290K | Buy |
2,930
+148
| +5% | +$14.7K | 0.04% | 266 |
|
|
2023
Q1 | $290K | Sell |
2,782
-242
| -8% | -$25.2K | 0.05% | 263 |
|
|
2022
Q4 | $300K | Sell |
3,024
-55
| -2% | -$5.46K | 0.05% | 265 |
|
|
2022
Q3 | $259K | Buy |
+3,079
| New | +$259K | 0.05% | 269 |
|
|
2022
Q2 | – | Sell |
-7,790
| Closed | -$709K | – | 225 |
|
|
2022
Q1 | $709K | Sell |
7,790
-3,025
| -28% | -$275K | 0.1% | 175 |
|
|
2021
Q4 | $1.27M | Buy |
10,815
+621
| +6% | +$72.6K | 0.17% | 130 |
|
|
2021
Q3 | $1.13M | Buy |
10,194
+455
| +5% | +$50.2K | 0.16% | 129 |
|
|
2021
Q2 | $1.09M | Buy |
9,739
+263
| +3% | +$29.4K | 0.16% | 132 |
|
|
2021
Q1 | $1.04M | Sell |
9,476
-292
| -3% | -$31.9K | 0.16% | 127 |
|
|
2020
Q4 | $1.05M | Sell |
9,768
-201
| -2% | -$21.5K | 0.19% | 114 |
|
|
2020
Q3 | $857K | Buy |
9,969
+570
| +6% | +$49K | 0.19% | 111 |
|
|
2020
Q2 | $692K | Buy |
9,399
+6,944
| +283% | +$511K | 0.16% | 121 |
|
|
2020
Q1 | $161K | Buy |
2,455
+955
| +64% | +$62.6K | 0.04% | 244 |
|
|
2019
Q4 | $132K | Sell |
1,500
-402
| -21% | -$35.4K | 0.03% | 293 |
|
|
2019
Q3 | $168K | Sell |
1,902
-289
| -13% | -$25.5K | 0.04% | 255 |
|
|
2019
Q2 | $184K | Sell |
2,191
-797
| -27% | -$66.9K | 0.03% | 247 |
|
|
2019
Q1 | $222K | Buy |
2,988
+385
| +15% | +$28.6K | 0.04% | 264 |
|
|
2018
Q4 | $168K | Buy |
2,603
+387
| +17% | +$25K | 0.03% | 275 |
|
|
2018
Q3 | $126K | Sell |
2,216
-382
| -15% | -$21.7K | 0.02% | 360 |
|
|
2018
Q2 | $127K | Sell |
2,598
-214
| -8% | -$10.5K | 0.02% | 364 |
|
|
2018
Q1 | $162K | Sell |
2,812
-6,374
| -69% | -$367K | 0.03% | 310 |
|
|
2017
Q4 | $528K | Sell |
9,186
-1,000
| -10% | -$57.5K | 0.09% | 151 |
|
|
2017
Q3 | $547K | Buy |
10,186
+1,066
| +12% | +$57.2K | 0.1% | 147 |
|
|
2017
Q2 | $532K | Sell |
9,120
-1,665
| -15% | -$97.1K | 0.1% | 140 |
|
|
2017
Q1 | $630K | Sell |
10,785
-233
| -2% | -$13.6K | 0.11% | 123 |
|
|
2016
Q4 | $612K | Sell |
11,018
-423
| -4% | -$23.5K | 0.14% | 120 |
|
|
2016
Q3 | $619K | Buy |
11,441
+417
| +4% | +$22.6K | 0.17% | 114 |
|
|
2016
Q2 | $629K | Buy |
11,024
+5,320
| +93% | +$304K | 0.18% | 110 |
|
|
2016
Q1 | $341K | Buy |
5,704
+762
| +15% | +$45.6K | 0.12% | 137 |
|
|
2015
Q4 | $297K | Buy |
4,942
+889
| +22% | +$53.4K | 0.12% | 158 |
|
|
2015
Q3 | $230K | Sell |
4,053
-1,397
| -26% | -$79.3K | 0.1% | 177 |
|
|
2015
Q2 | $292K | Buy |
5,450
+3,503
| +180% | +$188K | 0.1% | 146 |
|
|
2015
Q1 | $184K | Buy |
1,947
+297
| +18% | +$28.1K | 0.07% | 203 |
|
|
2014
Q4 | $135K | Buy |
1,650
+169
| +11% | +$13.8K | 0.06% | 215 |
|
|
2014
Q3 | $112K | Hold |
1,481
| – | – | 0.05% | 206 |
|
|
2014
Q2 | $115K | Buy |
+1,481
| New | +$115K | 0.06% | 203 |
|
|
2013
Q4 | – | Sell |
-1,272
| Closed | -$98K | – | 475 |
|
|
2013
Q3 | $98K | Buy |
1,272
+197
| +18% | +$15.2K | 0.06% | 184 |
|
|
2013
Q2 | $71K | Buy |
+1,075
| New | +$71K | 0.05% | 205 |
|